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Future Financial Wealth Management’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Future Financial Wealth Management’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,000
Closed -$20.3K – 304
2024
Q1 		$20.3K Sell
13,000
-2,000
-13% -$3.13K 0.02% 344
2023
Q4 		$27.4K Sell
15,000
-4,761
-24% -$6.75K 0.03% 112
2023
Q3 		$28.1K Buy
19,761
+500
+3% +$846 0.03% 101
2023
Q2 		$43.5K Sell
19,261
-2,600
-12% -$5.72K 0.05% 110
2023
Q1 		$56.6K Buy
21,861
+1,500
+7% +$6.05K 0.06% 107
2022
Q4 		$106K Sell
20,361
-500
-2% -$3.07K 0.12% 114
2022
Q3 		$228K Sell
20,861
-638
-3% -$6.49K 0.26% 98
2022
Q2 		$242K Hold
21,499
– – 0.24% 106
2022
Q1 		$242K Buy
21,499
+200
+0.9% +$2.29K 0.2% 106
2021
Q4 		$270K Buy
+21,299
New +$271K 0.22% 101

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Future Financial Wealth Management's LUMN Position: Q2 2024 in Review

Future Financial Wealth Management sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2024, closing a stake of 13,000 shares — an estimated $20.3K sold.

Future Financial Wealth Management first reported a position in LUMN in Q4 2021 and held it in 10 quarters. The position peaked at $270K in Q4 2021. 454 funds tracked by Wall St. Rank hold LUMN as of Q2 2024.

  • Future Financial Wealth Management reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 13,000 Lumen Technologies, Inc. Common Stock shares in Q2 2024, an estimated $20.3K.
  • Future Financial Wealth Management first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2021 and held it in 10 quarters.
  • Future Financial Wealth Management's Lumen Technologies, Inc. Common Stock position peaked at $270K in Q4 2021.
  • 454 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.